Author Archives: tecconn

The OTS Recommendations for Simplifying Inheritance Tax

A summary of the key recommendations made by the OTS for simplifying inheritance tax that are most relevant for financial planners.

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Brexit and Direct Taxation: Implications for Financial Planners

A consideration of the likely direct and indirect effect of Brexit on those aspects of direct taxation relevant in the financial planning process

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SSAS Basics

A quick overview of SSAS, the benefits of using a SSAS over a SIPP including loan backs

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Annual Allowance Vs. Tax Relief

How pension contributions are tested against the annual allowance and how personal tax relief needs to be considered separately

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Joint Property Purchase

The ways in which multiple pension funds can be used to purchase a commercial property

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An Overview of the Residence Nil Rate Band

The fundamentals of the Residence Nil Rate Band explained.

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Corporate Tax Residence

The difficulty for UK companies of achieving non tax residence status plus an update on the Diverted Profits Tax and the consultation of the proposed Digital Services Tax

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Tax Year End Planning

A reminder of the importance of tax year end planning for financial planners

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Trust Taxation Review

The HMRC review of trust taxation and the potential implications for financial planners.

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Family Investment Companies

FICOs as a possible trust alternative in estate planning with larger estates.

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